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Orion Capital Management LLC

● SEC registered since 2020CRD 119428SEC# 801-119207Coronado, CA
Export (members)
Reg. AUM
$256.7M
Employees
4
Accounts
450
Location
Coronado, CA

Orion Capital Management LLC assets under management

Orion Capital Management LLC is an SEC-registered investment adviser based in Coronado, CA. The firm has been registered since 2020. It reports $256.7 million in regulatory assets under management and employs 4 people.
www.sierra-ws.comView on SEC.gov ↗

Orion Capital Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Peter Christopher Thoms ControlManaging Member/Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Orion Capital Management LLC manage?

Orion Capital Management LLC reports $256.7 million in regulatory assets under management on its Form ADV.

How many employees does Orion Capital Management LLC have?

Orion Capital Management LLC reports 4 employees.

Where is Orion Capital Management LLC located?

Orion Capital Management LLC is based in Coronado, CA and has been SEC-registered since 2020.

Does Orion Capital Management LLC disclose fund performance?

Orion Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1330 Orange Avenue, Suite 302, Coronado, CA 92118
Phone(619) 319-0520
Fax(855) 691-0427
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$256.3M
Non-discretionary$381K
Total (RAUM)$256.7M